Perigon Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $384K | Buy |
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|
2025
Q2 | $356K | Buy |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Buy |
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